+536.1%
MMM vs UPRO
+12,988.5%
-12,452.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +7.0% | -5.1% | -0.2% |
| 7D | +5.8% | -0.9% | +6.6% | +5.8% |
| 30D | +17.9% | -11.4% | +29.4% | +21.8% |
| 3M | +3.6% | -10.9% | +14.5% | +6.6% |
| 6M | +32.9% | -0.5% | +33.4% | +31.5% |
| YTD | +19.5% | +19.9% | -0.4% | +11.1% |
| 1Y | +16.5% | +24.2% | -7.7% | +7.0% |
| 3Y | +167.2% | +236.9% | -69.8% | +74.4% |
| 5Y | +48.2% | +96.6% | -48.3% | +5.1% |
| 10Y | +83.0% | +1,091.6% | -1,008.6% | -39.2% |
| All | +536.1% | +12,988.5% | -12,452.4% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded UPRO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling